Harvard Square Financial Planning

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

4,550

Total plan assets

$2.3B

Filings (rows)

Direct comp

$119K

Indirect comp

Showing only "HARVARD SQUARE FINANCIAL PLANNING"

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HARVARD SQUARE FINANCIAL PLANNING5 HARVARD SQUARE FINANCIAL PLANNING L4

SERVICES PROVIDED

Other service providers5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wellesley College Wellesley College 403(b) Retirement Plan · all filings	WELLESLEY, MA	Other service providers	1,326	$787.3M	$22K	$0
Wellesley College Wellesley College 403(b) Retirement Plan · all filings	WELLESLEY, MA	Other service providers	1,294	$721.9M	$28K	$0
Wellesley College Wellesley College 403(b) Retirement Plan · all filings	WELLESLEY, MA	Other service providers	1,279	$639.8M	$39K	$0
Lasell University Lasell University 403(b) Plan · all filings	NEWTON, MA	Other service providers	324	$71.8M	$14K	$0
Lasell University Lasell University 403(b) Plan · all filings	NEWTON, MA	Other service providers	327	$66.8M	$17K	$0